Smallwood Wealth Investment Management, LLC ETFs

Smallwood Wealth Investment Management, LLC

$152 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSV Ishares Core S&P U.S. Value Et	$0	$40,000 0.03% of portfolio	442	Q1 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$36,000 0.02% of portfolio	307	Q1 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$36,000 0.02% of portfolio	328	Q1 2025 New
DFAI Dimensional ETF Tr	$0	$34,000 0.02% of portfolio	1,120	Q1 2025 New
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$34,000 0.02% of portfolio	1,435	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$34,000 0.02% of portfolio	419	Q1 2025 New
VGT Vanguard Information Technolog	$0	$28,000 0.02% of portfolio	52	Q1 2025 New
VUG Vanguard Growth ETF	$0	$28,000 0.02% of portfolio	78	Q1 2025 New
XLF Financial Sector Spdr	$0	$27,000 0.02% of portfolio	550	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$26,000 0.02% of portfolio	578	Q1 2025 New
IAU Ishares Gold Trust	$51.1B	$26,000 0.02% of portfolio	454	Q1 2025 New
SLV I Shares Silver Trust	$15.5B	$24,000 0.02% of portfolio	800	Q1 2025 New
SPYG Spdr Portfolio	$0	$24,000 0.02% of portfolio	301	Q1 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$24,000 0.02% of portfolio	385	Q1 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$23,000 0.02% of portfolio	227	Q1 2025 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$23,000 0.02% of portfolio	374	Q1 2025 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$22,000 0.01% of portfolio	402	Q1 2025 New
XTN Spdr Ser Tr S&P Transn ETF	$0	$22,000 0.01% of portfolio	300	Q1 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$20,000 0.01% of portfolio	200	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$18,000 0.01% of portfolio	448	Q1 2025 New
VO Vanguard Mid Cap ETF	$0	$17,000 0.01% of portfolio	67	Q1 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$16,000 0.01% of portfolio	678	Q1 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$16,000 0.01% of portfolio	190	Q1 2025 New
IXC Ishares Tr Global Energy ETF	$0	$16,000 0.01% of portfolio	404	Q1 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$15,000 0.01% of portfolio	50	Q1 2025 New
FNDX Schwab Fundamental U S Large C	$0	$15,000 0.01% of portfolio	645	Q1 2025 New
DFAT Dimensional ETF Tr U S Target	$0	$15,000 0.01% of portfolio	309	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$12,000 0.01% of portfolio	166	Q1 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$11,000 0.01% of portfolio	65	Q1 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$10,000 0.01% of portfolio	135	Q1 2025 New
XLE Energy Sector Spdr	$0	$10,000 0.01% of portfolio	111	Q1 2025 New
MLPX Global X Mlp & Energy Infrastr	$0	$10,000 0.01% of portfolio	171	Q1 2025 New
JPSE J P Morgan Diversified Return	$0	$9,000 0.01% of portfolio	226	Q1 2025 New
IWB Ishares Tr Russell 1000 ETF	$0	$9,000 0.01% of portfolio	30	Q1 2025 New
ITB Ishares Tr	$0	$9,000 0.01% of portfolio	105	Q1 2025 New
MLPA Global X Mlp ETF	$0	$8,000 0.01% of portfolio	153	Q1 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$8,000 0.01% of portfolio	188	Q1 2025 New
MNA Iq Merger Arbitrage ETF	$0	$8,000 0.01% of portfolio	256	Q1 2025 New
ARKX Ark ETF Tr Ark Space Expl & In	$0	$8,000 0.01% of portfolio	499	Q1 2025 New
EMB Ishares Tr	$0	$8,000 0.01% of portfolio	89	Q1 2025 New
JNK Spdr Bloomberg High Yield Bond	$0	$7,000 0.0% of portfolio	83	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$6,000 0.0% of portfolio	96	Q1 2025 New
VEA Vanguard Ftse Developed Market	$0	$4,000 0.0% of portfolio	97	Q1 2025 New
LIT Global X Fds Global X Lithium	$0	$3,000 0.0% of portfolio	100	Q1 2025 New
RWX Spdr Dow Jones International R	$0	$3,000 0.0% of portfolio	134	Q1 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$3,000 0.0% of portfolio	48	Q1 2025 New
OGIG Alps ETF Tr Oshares Global Int	$0	$2,000 0.0% of portfolio	46	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$2,000 0.0% of portfolio	31	Q1 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$2,000 0.0% of portfolio	22	Q1 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$2,000 0.0% of portfolio	47	Q1 2025 New

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